diff --git a/handbook/customers/README.md b/handbook/customers/README.md
index 6df609155a..920470177a 100644
--- a/handbook/customers/README.md
+++ b/handbook/customers/README.md
@@ -41,8 +41,11 @@ This workflow outlines the process that sales and customer success can follow wh
 3. (AE) The AE creates a 'New Sale Issue'
     - They complete the AE tasks listed at the top of the issue.
     - Then they assign the issue to BizOps and the Head of Customer Success (CS).
+    - AE completes the Business Objectives section of the Account Plan located in the Sales> Opportunities> {Account Name} shared google drive folder.
+    - Solution Architect completes the Technical Objectives section of the Account Plan located in the Sales> Opportunities> {Account Name} shared google drive folder.
+    - AE moves the {Account Name} folder within Opportunities to the Sales> Account Plans folder.
     - The AE schedules a 30 minute internal handoff call with CS and any other related parties to the sale. 
-    - Prepare to review:
+    - Prepare to review the following from the Account Plan:
         - Details of the deal
         - Primary contact / their role
         - Desired use cases / desired outcomes